changing banks in accounts premier retail 2014

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  • Updated 9 months ago
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we are trying to get the old banks (st G ) details changed over to the the new bank (WP) in the reckons accounts premier r/e 2014 in the online banking center (financial institution) drop window ?? 
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stewart read

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Posted 9 months ago

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Luke, Employee

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Hi Stewart,

Please follow the steps below in order to update the bank account details:
1. Open your Chart of Accounts (Lists > Chart of Accounts)
2. Right-click on the old bank account > Edit Account
3. Open the Online Bank Details tab > Change the financial institution from the drop-down menu
4. Click 'Save & Close'

I hope this helps.

Luke.